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January 15, 2024 – Ryan D. Farley Why do I need an estate plan? The simple answer is control. There are others, summarized below, but ultimately, the reason you need an estate plan is to be able to make the decisions about who will receive your property and how they […]

The Will or revocable Trust you signed to minimize estate taxes may actually increase the tax burden on your family after your death. There have been significant changes to the federal estate tax system since 2013, including the doubling of the federal estate tax exemption to $11.18 million as part […]

There is now increased attention to income tax issues in estate planning in lieu of death tax planning. This change is due to the increase in the estate tax exemption to $11.18 million per person under the new tax law. In addition to revocable trust planning, you should also look […]